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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1951
Westover Capital Advisors
Delaware
$5.04M -$17.7K -29 -0.3%
SP
1952
SWS Partners
Ohio
$5.03M +$1.39M +2,274 +34%
TIM
1953
Titan Investment Management
Indiana
$5.03M -$10.4K -17 -0.2%
TPI
1954
Trust Point Inc
Wisconsin
$5.02M +$290K +475 +6%
TC
1955
Tsai Capital
New York
$5.02M -$216K -353 -4%
RFP
1956
Root Financial Partners
California
$5.02M +$36.7K +60 +0.7%
CAM
1957
CenterStar Asset Management
Illinois
$5.01M +$2.07M +3,380 +61%
BFF
1958
Byrne Financial Freedom
Massachusetts
$5.01M +$1.55M +2,528 +40%
ML
1959
Mayport LLC
Massachusetts
$5M -$31.2K -51 -0.6%
VR
1960
Vision Retirement
New Jersey
$5M +$86.8K +142 +2%
CFP
1961
Cascade Financial Partners
California
$4.98M -$15.3K -25 -0.3%
ATIA
1962
American Trust Investment Advisors
New Hampshire
$4.98M -$289K -473 -5%
CIG
1963
Consolidated Investment Group
Colorado
$4.97M – – –
LAM
1964
LOM Asset Management
$4.96M +$106K +174 +2%
RWM
1965
RBA Wealth Management
California
$4.96M -$493K -806 -8%
CNC
1966
Citizens & Northern Corp
Pennsylvania
$4.95M -$730K -1,194 -12%
EM
1967
Excalibur Management
Massachusetts
$4.95M +$498K +815 +10%
SAS
1968
Stelac Advisory Services
New York
$4.94M +$1.51M +2,466 +39%
IVP
1969
Intrinsic Value Partners
Arizona
$4.94M -$7.34K -12 -0.1%
CPW
1970
Cove Private Wealth
New York
$4.93M +$948K +1,550 +21%
RP
1971
Ravenswood Partners
Virginia
$4.91M – – –
TC
1972
Trilogy Capital
California
$4.9M +$213K +349 +4%
CAM
1973
Cidel Asset Management
Ontario, Canada
$4.9M +$561K +918 +12%
FCT
1974
First Community Trust
Iowa
$4.89M +$88.7K +145 +2%
WFA
1975
Wellspring Financial Advisors
Ohio
$4.86M +$69.7K +114 +1%
77 78
79
80 81